1. Seed Management System  Software for the Seed Industry 

2. Introduction Developed by seed-dealer/wife team Designed from dealers’ perspective Created of necessity Quick and easy to learn and use Enhancements suggested by dealers 8th season in use

3. Overview Setup Product Customers Receiving & Transfers Orders Reports

4. System Setup Dealer Information Companies Warehouse-locations Cash discounts Incentive discounts Seed sizes

5. System Setup Dealer Information Dealer contact information Invoice display options -Checks Payable To -Mail Check To -Payment Due Date Support contact information

6. System Setup Preferences Multiple warehouses Fee support Customer sort option Screen color

7. System Setup NEED HELP? SMS includes a complete, integrated help system Press F1 for information pertinent to the current screen

8. System Setup Companies & Logos Enter company names and addresses Enter your dealer & territory numbers To assign logos, press the ctrl key and click logo frame Select logo file

9. System Setup Warehouse Locations Enter descriptive name and abbreviation May assign warehouses to affiliate dealers

10. Default (dealership) schedule may be applied to all orders -or- Discount schedules may be entered for each company System Setup Cash Discount Schedule Create “default” (dealership) schedule or select company Enter cut-off dates and discount rates

11. System Setup Incentive Discounts Discounts based on units Select discount type $ Click New button Enter description Enter “default” amount per unit (may be changed on orders) Select seed-type

12. System Setup Incentive Discounts Discounts based on percent of purchase Select discount type % Click New button Enter description Enter “default” percentage (may be changed on orders) Select seed-type or leave blank to apply discount to entire order

13. System Setup Seed-Sizes Select company Enter size lists Right-click to define bulk units

14. Multi-Company Features a No limit to number of companies a Print dealership logo or seed-company logos on invoice a Supports cash-discounts for each company a Inventory & sales reporting for entire dealership or individual companies System Setup

15. Enter unit price and fees Size must be selected from drop-down list and may not be blank Fees may be defined as cash-discounted or non cash- discounted Your Product Select company and seed-type Click the Add button Enter product identifier Select size Enter optional allocations & stock orders Inventory levels are “read-only” Agronomic Profile

16. Your Product

17. Product items may be imported from an Excel spreadsheet See tutorial for printed guide

18. Enter customer information Name & address Phone numbers Email address County Your Customers Enter customer # and tech-id # (if available) May designate as “Affiliate-Dealer” -or- Assign customer to Affiliate Click the Add button

19. Your Customers Select to enter Comments Directions to farm-site Farm Operation Profile

20. Select product & size Transaction Types Receiving Transfer-In Transfer-Out Internal-Transfer Returns Enter lot #, transaction #, date, and quantity Receiving & Transfers Click the Add button Select company, transaction-type, and seed-type Product item must be in inventory Inventory levels are automatically updated

21. Order Entry Create & change orders Inventory automatically updated Apply incentive discounts Record payments Calculate cash discounts Record deliveries Print order & delivery invoices Direct access to reports

22. Order Entry Creating an Order

23. Select product & size Order Entry Creating an Order Select customer Select company Enter quantity Select incentive discounts Enter # of units (if discount type is $ per unit) Select company’s cash-discount schedule SMS calculates totals and discounts

24. Order Entry Recording a Payment

25. Order Entry Recording a Simple Payment Enter payment date & check# SMS calculates cash discount based on pay date Click red asterisk to record amount

26. Order Entry Creating a Quote

27. Order Entry Creating a Quote Select customer Enter quote info SMS differentiates quotes with gray background Click Quote button

28. a Inventory levels not affected a Quote numbers noted on reports a May be converted to regular order a Orders may be switched to quote a Payments may not be applied About Quotes Order Entry

29. Split Orders

30. Order Entry Creating a Split Order Click pay-type Split Click Payments/Splits button Select payers & enter order share SMS calculates payers’ shares

31. Order Entry Split Payments

32. Order Entry Recording Split Payments Click Payments/Splits button Select payer Click Payments/Splits again SMS calculates “Order Share” Enter payment information Click Apply

33. a No limit to # of payers a No limit to percentage splits a Cash discounts managed for all payers in multiple cash-discount periods a Print Invoice for entire order or for individual payer’s share About Split Orders Order Entry

34. Recording Deliveries

35. Order Entry Recording a Delivery Enter delivery date Click Del button For partial delivery : double-click Del box, then record units delivered SMS creates 2nd line item for non-delivered units

36. Order Entry Customer Returns

37. Order Entry Accepting a Customer Return Enter return date Create line item for returned units Enter negative quantity Update discount units (if discount type is $ per unit) Change pay type Click Del button SMS recalculates order totals

38. Order Entry Checking for Errors Click Check SMS reviews the order for errors and displays a warning message Click Cancel to disable error- checking

39. a Discount units not equal to qty ordered a Missing check date or payment a Pay-type is single & order requires multiple payment transactions a Missing payer info on split order a Incorrect cash-discount amount Error Conditions Evaluated Order Entry

40. IMPORTANT  CASH DISCOUNTS ARE NOT AUTOMATICALLY RECALCULATED WHEN AN ORDER IS CHANGED. User intervention is required.

41. Order Entry Refunds

42. Issuing a Refund Check that pay-type is Distributed Click Payments button Enter refund date & check# Click Final Payment Recalculate cash discount Click Apply

43. Order Entry Issuing a Refund Refund is recorded Order is marked as paid

44. Order Entry Printing Invoices

45. Print delivery invoice Order Entry Print order invoicePrint Preview Click record selector to show delivery date Printing Invoices

46. Query Reports May be printed Product & inventory reports Receiving transaction record Customer lists Order information Customer payment summary Sales & shipping summaries Order & sales history Query reports are designed to view on screen

47. Product Inventory View complete product list -or- Select company, and/or warehouse, and/or seed- type

48. Report Menu Print reports for all companies or for selected companies Select affiliate dealer to print reports for affiliate’s customers Reports designed for hard-copy

49. Reports Product & inventory reports Detailed Receiving record Customer lists Detailed order information Customer payment summary Sales & shipping summaries Invoices Mailing labels

50. Questions? Thank You!